Trust Associate

Farmers State Bank

Marion, IA Financial Services & Banking
We have an excellent opportunity to join one of Iowa’s Top Workplaces at Linn County’s largest locally and family-owned bank.  

We are seeking an individual with strong administrative support and operational processing/recordkeeping for our Trust department.  Some responsibilities include:

  • Ensure that the administration of the account is in compliance with the governing agreement, applicable laws and government regulations
  • Routine administration of assigned accounts including routine customer contacts, correspondence and response to customer and other inquiries
  • Prepare information for reports to the Internal Officers Trust Committee and the Board of Directors Trust Committee, and serves as the Recording Secretary for the minutes of the Internal Officers Trust Committee
  • Maintain and update Trust Department Spreadsheets (e.g., Real Estate, Insurance, Account Review Cycles, Fee Income Information, Fee Billings and  Tax Payments)
  • Coordinate and mail accounting statements to customers and gathers necessary year-end accounting and tax information for preparation of fiduciary income tax returns and court reports
  • Assist in the development of new trust business
  • Monitor the daily work of the Trust Administrative Assistant and trains that individual in trust projects as assigned
  • Maintain account files, mailings of customer statements, tax information and insurance information
  • Serve as the primary back-up to duties performed by the Trust Administrative Assistant

Education & Experience
  • High School degree, with a 2 or 4 year advanced degree preferred
  • Minimum of 2 to 3 years of experience in banking or financial services, with experience in trust preferred

For a complete job description and to apply for this opportunity, please visit our Career site at:

Farmers State Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Member FDIC

Job ID: 67507

Posted 17 days ago

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